About the position
This role is a key component in the new client acquisition and direct revenue targets for a key territory at Greater Giving. The Area Marketing Manager is responsible for conducting presentations for clients upgrading to new packages or interested in adding new products. In this role you are responsible for the sales pipeline management for existing client upgrades and upsells, including creating docusigns and Know Your Customer documentation for over 20 clients a month. Additionally, the AMR manages the incoming leads for the Sr. Area Marketing Manager in this territory, qualifying and nurturing leads and setting qualified appts. for the Sr. AMM. The AMR contributes to all docusings, KYC information and documentation for new incoming clients. The AMR contributes to planning and execution of in territory 'lunch and learns' and seminars. Additionally, the AMR participates in the recruitment of new territory partners (auctioneers and event planners) as well as continuous communication with current partners to help facilitate referrals in both directions.
Responsibilities
- Conduct presentations for clients upgrading to new packages or interested in adding new products.
- Manage the sales pipeline for existing client upgrades and upsells.
- Create docusigns and Know Your Customer documentation for over 20 clients a month.
- Manage incoming leads for the Sr. Area Marketing Manager.
- Qualify and nurture leads, setting qualified appointments for the Sr. AMM.
- Contribute to all docusigns, KYC information, and documentation for new incoming clients.
- Plan and execute in-territory 'lunch and learns' and seminars.
- Participate in the recruitment of new territory partners (auctioneers and event planners).
- Maintain continuous communication with current partners to facilitate referrals.
